by Admin | Aug 28, 2015 | ADM 301, Study Guides
Workflow Rules Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization’s standard processes. Instead of doing this work manually, you can configure workflow rules to do it automatically....
by Admin | Aug 28, 2015 | ADM 301, Study Guides
Standard Reports Account and Contact Reports Use account and contact reports to learn about active, neglected, or new accounts, as well as accounts by account owner or partner. The two standard contact reports let you create a mailing list of contacts or track...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
All About Data What is Metadata? It is the source code for the application that contains the data and provides information on how the application will look, feel and function. But why do you need to know the difference between your data...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
Fiscal Years Not all businesses use the Gregorian year for their fiscal year. Salesforce makes it easy for you to define a fiscal year that fits your business needs. If your fiscal year follows the Gregorian calendar, but does not start in January, you can simply and...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
Field Types Auto Number Automatically assigns a unique number to each record. The maximum length of any auto-number field is 30 characters, 20 of which are reserved for prefix or suffix text. Not available for external objects. Checkbox Allows users to check a...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
Entitlements: Entitlement management lets you create, maintain, track, specify and enforce service levels for your customers and help you determine which customers are eligible for support. Only organizations with the Service Cloud can create, enable and update...
